Purpose
Use Sales Exchange to replace a product from a previous sale with another product.
Prerequisite: original sale’s sales invoice number or QR code.
Step 1: Click New sale on the header to go to POS Terminal.
Step 2: Click the return button.
Step 3: Enter the sales invoice number or scan the QR code of the original sale.
The details of the original sale will be displayed.
Make sure the correct invoice is open before starting the excange. If not, click 'Change Invoice' to open the correct one.
Step 4: Select the quantity of returned items.
Under Return Quantity, use the + or - buttons (or type the quantity) to specify how many units are being returned.
Step 5: Click Continue to Replacement Sale.
Step 6: Select the replacement product.
Select the replacement products and quantity that the customer wants instead of the returned product.
Step 7: Return to the active return sale by clicking the Pencil icon.
Before completing the exchange, verify the returned and replacement products, quantities, return amount, and merchant amount to confirm whether a refund should be issued to the customer or an outstanding balance should be collected.
Step 8: Click Refund customer or Collect from customer.
Step 9: Enter the amount and select payment method.
Step 10: Click Finalize Payment.
